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theBaum: Archive for the 'Wall Street' Tab

Doom and Gloom Everywhere But Here

Posted:  January 13th, 2008
Tags:  Splunk, Technology Business, Wall Street

The US economy is heading into a recession and technology spending is in for a steep decline in 2008. So every major prognosticator and news outlet from the Wall Street Journal to the Financial Times would have us believe.
Are these people watching the same movie I am? There are two problems I […]

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It’s Back: Virtual Capitalism

Posted:  August 19th, 2007
Tags:  Innovation, Investing, Splunk, Technology Business, Virtualiztion, Wall Street

Who am I to second guess it. Virtualization is hot. In the past week VMWare went public closing at the end of the first day with a $20B market cap and Citrix agreed to buy XenSource for $500M.
WOW! This kind of activity make the bubble days pale in comparison.
I […]

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The Tale of Two IT Technologies

Posted:  July 29th, 2007
Tags:  Investing, Splunk, Technology Business, Wall Street

Last week two significant developments took place in the world of datacenter technologies. At first these two events may seem unrelated but a closer look makes for an interesting debate about how we’ll be managing our IT environments and who will be providing the solutions.
First Marc Andreesen posted on his blog, “HP […]

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The New Sexy?

Posted:  July 22nd, 2007
Tags:  Splunk, Technology Business, Venture Capital, Wall Street

With all the consumer Internet, video sharing, Web 2.0 hype in Silicon Valley, it’s easy to forget lots of money still gets made investing in the less sexy nuts and bolts stuff. This past week, the Wall Street Journal published a piece summing up the effect of technology IPOs over the past 18 months. […]

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